Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm

Todd Hoffman's team brings knowledge and experience with a caring and client focused approach to each and every one of our client relationships. Together we form concrete relationships with our clients. We work with high net worth individuals and families, business owners, professionals, executives and corporations and together with the complete resources of Morgan Stanley Wealth Management work intelligently and with passion to assist our clients in reaching their goals.Providing unbiased, world-class wealth management for investments, estate and tax planning strategies is paramount to the services provided by The Hoffman Group at Morgan Stanley. Our goal is to facilitate a process where custom tailored solutions are designed, implemented, monitored, communicated and coordinated with our clients’ other tax and legal professionals to provide comprehensive wealth management solutions.

My first responsibility is to work with my clients to learn their specific goals, passions, needs and concerns. Based on these specific issues I provide my clients with experienced management of their assets striving for prudent growth, capital preservation, income generation and tax minimization. Secondly, to work with my clients’ attorneys, CPA’s, and their other trusted advisors in order to make sure their assets and financial plans are up to date and properly coordinated. The select groups of high net worth individuals, families, business owners, and executives, legal and medical professionals I work with are faced with many complex challenges and most are dynamic in nature. My commitment is to be proactive in being their trusted advocate, always placing my clients needs first and maintaining their confidentiality at all times. I take great efforts to add value by continuously seeking out and staying on top of investments opportunities as well as strategies in the areas of tax planning, generation wealth transfer, business continuation, charitable gifting and asset protection. Morgan Stanley Smith Barney also provides me with a deep bench of top experts to enhance our efforts, including direct access to top legal and tax professionals, award winning investment banking specialists, comprehensive personal and corporate lending specialists, as well as business and personal insurance specialist.

Working with you, we will complete a four-step process: Step 1. Setting your financial objectives: We will begin our relationship by listening — discussing a range of topics related to your financial needs and investment objectives: long-term life goals and expectations, possible major purchases, and legacy and charitable goals, if you have them. We will discuss your current financial resources, your time horizon for various goals, and your tolerance for risk—even how your liabilities are structured. If you own a business, we also might discuss your current banking and cash management needs. Step 2. Developing your wealth management strategy: Based on your input, our advice will likely help address income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession. Of course, your plan will include an asset allocation strategy designed to help achieve your financial goals in light of your risk tolerance and investment time horizon. Step 3. Implementing your strategy: After we have discussed and refined your strategy, the team works closely with you to bring the elements to life. Should we decide together that outside money managers are appropriate for you, we will draw on in-depth research and analysis to help you select from the hundreds of investment management firms available to you. If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we decide on, the team will help you keep your strategy on track. Step 4. Reviewing your performance: You will receive a quarterly review that outlines your portfolio’s performance, helping you track progress toward your objectives. Moreover, when your personal situation or market conditions change significantly, we can suggest appropriate adjustments to your portfolio to help it remain aligned with your goals.